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Progressive Investment Management Corp.
Progressive Investment Management Corporation is an Oregon-based investment adviser with headquarters in Lake Oswego. Founded in 1982, the firm is a pioneer in social and environmental investing, focusing on portfolios that advance ecological, social, and economic justice. They primarily serve high net worth individuals, individuals, and some charitable organizations, overseeing approximately $700 million in assets and employing 7 professionals as of 2025.
Investment Strategy
Progressive Investment Management Corp specializes in social and environmental investing, critically evaluating its investment philosophy and striving for excellence in sustainable outcomes. The firm focuses exclusively on portfolios that align with ecological, social, and economic justice, delivering public equity and ESG-focused solutions to benefit both clients and the wider world. Portfolio construction incorporates environmental sustainability, social responsibility, and rigorous financial analysis.
Latest 13F Filing Activity
Progressive Investment Management Corp. filed their most recent 13F report on Jun 30, 2025 disclosing 56 equity positions with a total 13F market value of $393M. The fund increased holdings in Nvidia Corporation, Microsoft Corp., Amazon Com Inc. among other positions. Progressive Investment Management Corp. reduced exposure to Apple Inc., Thermo Fisher Scientific Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (56)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 10.44% | $41.0M | 82,357 | $94.97 | $497.41 | +$9.7M |
N NVDA | NVIDIA CORPORATION | 8.47% | $33.2M | 210,313 | $71.79 | $157.99 | +$10.0M |
A AAPL | APPLE INC | 7.93% | $31.1M | 151,626 | $43.17 | $205.17 | -$3.1M |
A AMZN | AMAZON COM INC | 6.29% | $24.7M | 112,509 | $70.71 | $219.39 | +$3.0M |
G GOOG | ALPHABET INC | 4.90% | $19.2M | 108,481 | $52.46 | $177.39 | +$2.1M |
Industry Allocation
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